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Oct 18, 2019

SS&C Bluedoor helps Britain's largest wealth manager connect with clients

We are pleased to announce that St. James’s Place Wealth Management (SJP) has migrated its customer accounts onto SS&C Bluedoor and Percana Insurance solutions from a legacy application.

Oct 17, 2019

Benchmarking team synergies: how operations is involved in the allocation/investment process

Asset allocators face a major challenge when it comes to tracking and reporting investments and underlying holdings across a variety of asset classes. A consolidated view of all fund investments addresses this challenge.

Oct 16, 2019

Internal Rate of Return vs. Time Weighted Returns

In a recently published whitepaper, SS&C provided insight into the increased popularity of open-end funds. There may be nuances asset managers are not familiar with given their closed-end fund focus—especially their comfort with the prevailing performance measurement tool, Time Weighted Returns (TWRs).

Oct 15, 2019

Succession or sell: when wealth managers reach a fork in the road

After upending the commission-driven brokerage model back in the 1980s, the independent, fee-based wealth management business surged beyond anyone’s expectations over the next three decades. It’s no secret that the baby-boom clientele that fueled and sustained that growth is now reaching or well into retirement age.

Oct 14, 2019

The bold will stay ahead of the curve in asset & wealth management

Today’s asset and wealth management market is at the dawn of a new era. Technology, social and economic forces are shaking up the industry in ways that we haven’t seen before.

Oct 11, 2019

Private credit and direct lending: a hot topic at GAIM Ops West

This year at GAIM Ops West, SS&C will be joining 320+ professionals from across the fund and investor spectrum, representing the increasingly diverse nature of the alternatives industry. As part of the conference, three senior SS&C thought leaders, including Katherine Pearce, Vice President Product Management and Solutions Consulting, will be lending their knowledge to panel sessions covering key themes on investor allocation, private equity operations and private credit focal points for investor ODD.

Oct 10, 2019

How technology is evolving to drive value in investment operations & accounting

In today’s environment of razor-thin and ever-shrinking margins, investment firms face increasing pressure to optimize their middle and back-office operations. One of the keys to achieving this optimization lies in the use of innovative new technologies such as AI and Machine Learning.

Oct 9, 2019

Emergency department misuse: treating the underlying causes

Americans are making 14.1 million visits to emergency departments (ED) every year, but as it turns out, 55% of these visits turn out to be non-emergent.

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